MyPlanIQ Major Brokerage Investor High Dividend ETFs

High Dividend ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EDIV SPDR S&P Emerging Markets Dividend
DIVERSIFIED EMERGING MKTS HILO EGShares Low Volatility EM Dividend ETF
REAL ESTATE
Global Real Estate RWX SPDR Dow Jones Intl Real Estate
Global Real Estate IFGL iShares FTSE EPRA/NAREIT Dev RE ex-US
REAL ESTATE REM iShares FTSE NAREIT Mort Plus Cp Idx
INTERNATIONAL EQUITY
Foreign Large Value DWX SPDR S&P International Dividend
WORLD STOCK SDIV Global X SuperDividend ETF
WORLD STOCK LVL Guggenheim S&P Global Dividend Opps Idx
Others
Moderate Allocation FOF Cohen & Steers Closed-End Opportunity
Equity Energy AMLP ALPS Alerian MLP ETF
Equity Energy MLPY Morgan Stanley Cushing MLP Hi Income ETN
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EDIV SPDR S&P Emerging Markets Dividend
DIVERSIFIED EMERGING MKTS HILO EGShares Low Volatility EM Dividend ETF
REAL ESTATE
Global Real Estate RWX SPDR Dow Jones Intl Real Estate
Global Real Estate IFGL iShares FTSE EPRA/NAREIT Dev RE ex-US
REAL ESTATE REM iShares FTSE NAREIT Mort Plus Cp Idx
Global Real Estate VNQI Vanguard Global ex-US Real Estate ETF
REAL ESTATE MORT Market Vectors Mortgage REIT ETF
Global Real Estate DRW WisdomTree Global ex-US Real Estate
INTERNATIONAL EQUITY
Foreign Large Value DWX SPDR S&P International Dividend
WORLD STOCK SDIV Global X SuperDividend ETF
WORLD STOCK LVL Guggenheim S&P Global Dividend Opps Idx
Others
Moderate Allocation FOF Cohen & Steers Closed-End Opportunity
Equity Energy AMLP ALPS Alerian MLP ETF
Equity Energy MLPY Morgan Stanley Cushing MLP Hi Income ETN
Conservative Allocation PCEF PowerShares CEF Income Composite
Financial KBWD PowerShares KBW Hi Div Yield Financial
MISCELLANEOUS SECTOR PGX PowerShares Preferred
MISCELLANEOUS SECTOR PSK SPDR Wells Fargo Preferred Stock
Moderate Allocation GCE Claymore CEF GS Connect ETN
US EQUITY
SMALL VALUE BDCS UBS E-TRACS Wells Fargo Bus Dev Comp ETN
FIXED INCOME
Intermediate-Term Bond AGG iShares Barclays Aggregate Bond
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
High Yield Bond HYG iShares iBoxx $ High Yield Corporate Bd
High Yield Bond JNK SPDR Barclays Capital High Yield Bond
LONG GOVERNMENT TLT iShares Barclays 20+ Year Treas Bond
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond
Intermediate-Term Bond BOND PIMCO Total Return ETF
Muni National Long XMPT Market Vectors CEF Municipal Income ETF
High Yield Bond HYLD Peritus High Yield ETF
Total Available Funds: 29
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS EDIV SPDR S&P Emerging Markets Dividend 39% 0 60 0 0.49% 5.5%
DIVERSIFIED EMERGING MKTS HILO EGShares Low Volatility EM Dividend ETF 0% 0 60 0 0.85% 2.88%
REAL ESTATE
Global Real Estate RWX SPDR Dow Jones Intl Real Estate 98% 0 60 0 0.59% 3.79%
Global Real Estate IFGL iShares FTSE EPRA/NAREIT Dev RE ex-US 97% 0 60 0 0.48% 2.4%
REAL ESTATE REM iShares FTSE NAREIT Mort Plus Cp Idx 92% 0 60 0 0.48% 10.54%
Global Real Estate VNQI Vanguard Global ex-US Real Estate ETF 34% 0 60 0 0.12% 3.81%
REAL ESTATE MORT Market Vectors Mortgage REIT ETF 15% 0 60 0 0.41% 12.17%
Global Real Estate DRW WisdomTree Global ex-US Real Estate 0% 0 60 0 0.58% 2.07%
INTERNATIONAL EQUITY
Foreign Large Value DWX SPDR S&P International Dividend 92% 0 60 0 0.45% 4.13%
WORLD STOCK SDIV Global X SuperDividend ETF 33% 0 60 0 0.58% 11.23%
WORLD STOCK LVL Guggenheim S&P Global Dividend Opps Idx 0% 0 60 0 0.64% 3.92%
Others
Moderate Allocation FOF Cohen & Steers Closed-End Opportunity 99% 0 60 0 NA 8.97%
Equity Energy AMLP ALPS Alerian MLP ETF 63% 0 60 0 0.85% 11.46%
Equity Energy MLPY Morgan Stanley Cushing MLP Hi Income ETN 34% 0 60 0 0.85% 8.61%
Conservative Allocation PCEF PowerShares CEF Income Composite 29% 0 60 0 1.99% 9.71%
Financial KBWD PowerShares KBW Hi Div Yield Financial 27% 0 60 0 3.84% 12.86%
MISCELLANEOUS SECTOR PGX PowerShares Preferred 22% 0 60 0 0.5% 6.5%
MISCELLANEOUS SECTOR PSK SPDR Wells Fargo Preferred Stock 8% 0 60 0 0.45% 6.61%
Moderate Allocation GCE Claymore CEF GS Connect ETN 0% 0 60 0 0.95% 5.41%
US EQUITY
SMALL VALUE BDCS UBS E-TRACS Wells Fargo Bus Dev Comp ETN 21% 0 60 0 0.85% 8.08%
FIXED INCOME
Intermediate-Term Bond AGG iShares Barclays Aggregate Bond 100% 0 60 0 0.03% 3.3%
Intermediate-Term Bond BND Vanguard Total Bond Market ETF 99% 0 60 0 0.15% 3.27%
High Yield Bond HYG iShares iBoxx $ High Yield Corporate Bd 94% 0 60 0 0.49% 6.12%
High Yield Bond JNK SPDR Barclays Capital High Yield Bond 93% 0 60 0 0.4% 6.77%
LONG GOVERNMENT TLT iShares Barclays 20+ Year Treas Bond 91% 0 60 0 0.15% 3.37%
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond 64% 0 60 0 0.14% 4.24%
Intermediate-Term Bond BOND PIMCO Total Return ETF 30% 0 60 0 0.56% 5.07%
Muni National Long XMPT Market Vectors CEF Municipal Income ETF 13% 0 60 0 1.81% 4.03%
High Yield Bond HYLD Peritus High Yield ETF 0% 0 60 0 1.16% 5.27%
Average Expense Ratio: 0.74%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -3.1% 1.7% 0.0% 3.6% 3.7% 2.0%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 29 funds. It covers 5 major asset classes and 16 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs, Foreign Equity and Emerging Market Equity.

This plan consists of six well chosen ETFs for major asset classes. The criteria are based on MyPlanIQ's investment choice ranking methodology. Please notice that since some of ETFs have short history, historical performance before 2007 is not very meaningful.

 



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